AGF Management Limited

Industry: Asset management company

Description

AGF Management Limited is a Canadian-based independent and diversified asset management firm. AGF began as a single idea: to pool the funds of Canadian investors to provide greater access to the U.S. market. CEO: Kevin McCreadie Headquarters: Toronto, Canada Chief investment officer: Kevin McCreadie Subsidiaries: FFCM, LLC, InstarAGF Asset Management Inc.,

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AGF Management Limited Employees

Employee
Years
Job
Industry
Elan Squire Elan Squire Vancouver, Canada Area Details
Elan Squire's AGF Management Limited Experience January 2013 - February 2014
Job District Vice President at RBC Global Asset Management
Industry Financial Services
Experience
RBC Global Asset Management  April 2015 - Present
RBC Global Asset Management  March 2014 - April 2015
AGF Management Limited   January 2013 - February 2014
BMO Nesbitt Burns  December 2011 - April 2012
Q2 Sports & Entertainment   September 2008 - May 2010

Skills
Sales, Mutual Funds, Marketing, Financial Services, Analysis, Event Management, Investments, Customer Satisfaction, Management, Leadership, Wealth Management, CRM, Banking, Teamwork, Business Development, Portfolio Management

Education
Simon Fraser University   2005 — 2010
Bachelor's degree, Communication

Canadian Securities Institute
Canadian Securities Course

Canadian Securities Institute
Conduct and Practices Handbook

Don C. Scime CFA, PMP Don C. Scime CFA, PMP Toronto, Canada Area Details
Don C. Scime CFA, PMP's AGF Management Limited Experience July 2007 - October 2008
Job Dodd Frank Reporting
Industry Financial Services
Experience
1461112 Ontario Limited   January 2001 - Present
TD Securities Strategic Initiatives   August 2013 - Present
TD Securities  July 2012 - August 2013
CIBC Wholesale Banking Technology   August 2011 - February 2012
AGF Investment Management   January 2011 - August 2011
Deloitte Consulting  March 2010 - November 2010
Richardson-GMP Merger   August 2009 - October 2009
Canaccord Capital Corporation Wealth Management   June 2009 - July 2009
AGF Management Limited   July 2007 - October 2008
CIBC World Markets  September 2006 - July 2007

Skills
Derivatives, Asset Management, Business Analysis, Business Requirements, Requirements Analysis, Requirements Gathering, User Acceptance Testing, Risk Management, Wealth Management

Education
Queen's University   1981 — 1985
Honours B. A, Economics

Edward Adam, MBA Edward Adam, MBA Toronto, Canada Area Details
Edward Adam, MBA's AGF Management Limited Experience July 2002 - August 2004
Job Vice President, Systemized Solutions, Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds  January 2012 - Present
Spence Financial   September 2009 - October 2011
Standard Life  April 2007 - August 2009
Standard Life  November 2004 - April 2007
AGF Management Limited   July 2002 - August 2004
Franklin Templeton Investments  2000 - 2002
Ethical Funds and Credential Asset Management   1996 - 2000

Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Strategies, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Managment, Asset Allocation, Financial Services, Financial Advisory, Business Development, Disability Insurance, Retirement, Asset Management, Management, Term Life Insurance, Sales, Finance, Investment Management, Fixed Annuities, Financial Planners, Financial Planning

Education
Wilfrid Laurier University   2000 — 2003
MBA, Executive Program

The University of British Columbia
BA, Economics

Natalie Camara Natalie Camara Vancouver, Canada Area Details
Natalie Camara's AGF Management Limited Experience June 2005 - September 2013
Job Vice President, Institutional Sales and Service at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management  May 2015 - Present
RBC Global Asset Management  September 2013 - April 2015
AGF Management Limited   June 2005 - September 2013
Richardson GMP  August 2003 - June 2006
Investors Group Financial Services Inc.  March 2001 - August 2003
Investors Group Financial Services Inc.  May 1996 - March 2001

Skills
Mutual Funds, Wealth Management, Investment Strategies, Asset Managment, Investments, Marketing Strategy, Account Management, Equities, Asset Management, Investment Advisory, Relationship Management, Financial Services, Financial Advisory, Asset Allocation, Portfolio Management, Securities, Retirement Planning

Education
University of Manitoba   1992 — 1997

Deepa Batheja Deepa Batheja Toronto, Canada Area Details
Deepa Batheja's AGF Management Limited Experience June 2015 - Present
Job QA Consultant at TD Wealth Management
Industry Information Technology and Services
Experience
AGF Management Limited   June 2015 - Present
TD Wealth Management  September 2014 - Present
Athene USA/AvivaUSA   January 2011 - June 2014
AvivaUSA   June 2008 - December 2010
Wells Fargo Home Mortgage  July 2007 - December 2007
Wells Fargo Bank  August 2004 - May 2007

Skills
Test Planning, Test Estimation, Risk and Impact Analysis, Quality Center, Agile & Waterfall..., SDLC, Release Management, Defect Tracking, System Testing, End to End testing, Regression Testing, Test Strategy, Quality Assurance, HP QTP, QTP, Test Cases, Business Analysis, User Acceptance Testing, Test Management, Waterfall, Agile Methodologies, HP Quality Center

Education
University of Pune   1997 — 1999
Master of Business Administration (MBA), Computer Science

University of Pune   1994 — 1997
Bachelor's degree, Electronics Science

Craig Wilson Craig Wilson Toronto, Canada Area Details
Craig Wilson's AGF Management Limited Experience July 2005 - Present
Job Regional Vice President at AGF Investments Inc.
Industry Investment Management
Experience
AGF Management Limited   July 2005 - Present
RBC Royal Bank  May 2001 - July 2005
McDonald's Canada  May 1996 - May 2001

Skills
Mutual Funds, Investment Strategies, Investment Advisory, Business Strategy, Business Analysis, Business Development, Business Planning, Sales, Sales Management, Sales Process, Critical Thinking, Strategic Planning, Stock Market, Social Networking, Investments, Asset Management, Portfolio Management

Education
University of Guelph   2001 — 2004
B.A., Political Science

Canadian Securities Inst.
Various, Investments and Securities

White oaks

Paul Jehn, CFA, CFP Paul Jehn, CFA, CFP Edmonton, Canada Area Details
Paul Jehn, CFA, CFP's AGF Management Limited Experience 2000 - 2004
Job Director & Senior Investment Counsellor at BMO Private Investment Counsel Inc.
Industry Investment Management
Experience
BMO Private Banking  January 2008 - Present
CIBC  June 2006 - January 2008
BluMont Capital  2004 - 2006
AGF Management Limited   2000 - 2004
ScotiaMcLeod  1995 - 2000

Skills
Portfolio Management, Strategic Financial..., Wealth, Investment Management, Financial Services, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Hedge Funds, Bonds, Investments, Equities, Wealth Management..., Asset Allocation, High Net Worth..., Investment Strategies, Retirement Planning, Securities, Asset Management, Private Banking, Estate Planning, Financial Advisory, Credit, Fixed Income, Retirement, Separately Managed..., ETFs, Pensions, Private Equity, Derivatives, Financial Planners, Trust Services, Capital Markets, Relationship Management, Personal Financial..., Loans, Financial Planning, Financial Structuring, Banking

Education
Financial Planning Standards Council   2009 — 2009
CFP, Financial Planning

CFA Institute   1998 — 2003
CFA

University of Alberta   1990 — 1994
B.A., Sociology

Amina Haswell, MBA, CCEP Amina Haswell, MBA, CCEP Winnipeg, Canada Area Details
Amina Haswell, MBA, CCEP's AGF Management Limited Experience 2004 - 2006
Job Experienced Risk Management and Organizational Change Leader
Industry
Experience
Boeing  March 2010 - Present
RasGas  August 2009 - December 2009
Manitoba Public Insurance  April 2008 - August 2009
MNP  July 2008 - April 2009
CSTD  2008 - 2009
AGF Management Limited   2004 - 2006

Skills
Microsoft Office, Organizational..., Program Management, Change Management, Training, Project Management, Management, Human Resources, Team Building, Coaching, Operations Management, Risk Management, Talent Management, Team Leadership, Policy, Strategy

Education
Royal Roads University   2012 — 2014
Master of Business Administration (MBA) Executive Management, Innovation and Human Resources

SCCE Academy   2011 — 2012
Certified Compliance and Ethics Professional, Compliance and Ethics

University of Toronto   2001 — 2004
Human Resource Management Certificate, Human Resources Management/Personnel Administration, General

University of Toronto   1997 — 2001
Bachelor of Arts (B.A.), Latin American Studies, History and Portuguese

SCCE conference

James Sorbo James Sorbo Toronto, Canada Area Details
James Sorbo's AGF Management Limited Experience 2004 - 2008
Job Senior Portfolio Manager at HOOPP
Industry Financial Services
Experience
HOOPP  2008 - Present
AGF Management Limited   2004 - 2008
Ontario Teachers' Pension Plan  1999 - 2003
Touche Ross  1984 - 1989

Skills
Portfolio Management, Bloomberg, Asset Managment, Equities, Capital Markets, Investments, Equity Research, Wealth Management, Financial Markets

Education
Simon Fraser University
Bachelor of Business Administration (BBA)

Chartered Financial Analyst
CFA

Institute of Chartered Accountants of Ontario
CA, Accounting

Peter Scherer Peter Scherer Toronto, Canada Area Details
Peter Scherer's AGF Management Limited Experience 2001 - 2006
Job Banking and Investment Executive
Industry Financial Services
Experience
Currency Exchange International (TSX:CXI)   2013 - Present
AGF Trust Company (subsidiary of B2B Bank and Laurentian Bank)   2008 - December 2012
AGF Asset Management Group   2006 - 2008
AGF Management Limited   2001 - 2006
AGF Management Limited   1998 - 2001
RCOC Canada   1992 - 1998
National Bank of Canada  1986 - 1989
KPMG Canada  1981 - 1986

Education
University of Pennsylvania - The Wharton School   1990 — 1991
MBA, Finance

University of Waterloo
BMath, Honors, Accounting, Information Systems

Brebeuf College
Toronto, Canada

Ryan Sung, MBA CPA Ryan Sung, MBA CPA Toronto, Canada Area Details
Ryan Sung, MBA CPA's AGF Management Limited Experience October 2014 - Present
Job Senior Analyst at AGF Management Limited
Industry Investment Management
Experience
AGF Management Limited   October 2014 - Present
Franklin Templeton Investments  January 2013 - October 2014
J.P. Morgan   April 2010 - July 2011
BNP Paribas Investment Partners  April 2008 - April 2010
KPMG  August 2004 - April 2008
Military Service  March 1999 - June 2001

Skills
CPA, CFA Level II Candidate, Financial Analysis, Risk Management, Internal Audit, Internal Controls, SOX, Financial Reporting, Excel, Risk, Accounting, Microsoft Office, Audit, Compliance, Microsoft Excel, Project Finance, Project Planning, Project Management, Sarbanes-Oxley Act, VBA, Business Analysis, Portfolio Management, Analysis, Valuation

Education
York University - Schulich School of Business   2011 — 2013
Master of Business Administration (M.B.A.), MBA/ CMA Combined Program

Sogang University   1995 — 1999
BBA, Accounting

Adel Shahin Adel Shahin Toronto, Canada Area Details
Adel Shahin's AGF Management Limited Experience July 2011 - May 2014
Job Business Reporting Analyst at Element Financial Corporation
Industry Financial Services
Experience
Element Financial Corporation  May 2014 - Present
AGF Management Limited   July 2011 - May 2014
Computershare Governance Services  November 2009 - July 2011
Pöyry  October 2008 - May 2009
AutoShare Inc.   September 2007 - April 2008
Ryerson University  September 2006 - April 2007

Skills
Microsoft SQL Server, Databases, SQL, Crystal Reports, Systems Analysis, VB.NET, Access, Visual Basic, XML, Eagle PACE, Visual Studio, Business Analysis, Software Development, T-SQL, JavaScript, C#, Data Analysis, Charles River IMS, Mutual Funds, Active Reports, ASP.NET, Agile Methodologies, PL/SQL, Data Migration, Java, Financial Reporting, Analysis, Database Administration, Eclipse, OOP, ETL, Bloomberg Terminal, Investments, Information Management, Microstrategy, Equities, Fixed Income, Derivatives, Process Improvement, MicroStrategy Reporting, .NET, SSRS, MicroStrategy

Education
Ryerson University   2005 — 2008
ITM

Andres C Perez Andres C Perez Greater New York City Area Details
Andres C Perez's AGF Management Limited Experience 2013 - Present
Job Assoc. Portfolio Manager at AGF Management Limited
Industry Investment Management
Experience
AGF Management Limited   2013 - Present
UBS  2009 - 2012
Citadel LLC  2008 - 2008
Moon Capital  2006 - 2008
Morgan Stanley  1999 - 2006
BankBoston Asset Management Brazil Ltd   1995 - 1999
BancBoston Capital  1997 - 1997

Skills
Emerging Markets, Investment Management, Commodity Markets, Equities, Hedge Funds, Latin America, Portfolio Management, Portuguese, Risk Management, Equity Research, Metals, Mining, Investment Strategies, Natural Resources, Value Investing, Alternative Investments, Capital Markets

Education
Tufts University   1990 — 1994
BA, Economics

The London School of Economics and Political Science (LSE)   1992 — 1993
Economics

ALI KONE, CPA, CIA ALI KONE, CPA, CIA Toronto, Canada Area Details
ALI KONE, CPA, CIA's AGF Management Limited Experience January 2011 - December 2011
Job Senior Auditor at City of Greater Sudbury
Industry Accounting
Experience
City of Greater Sudbury  April 2015 - Present
PricewaterhouseCoopers LLP  2004 - 2013
AGF Management Limited   January 2011 - December 2011

Skills
COSO ERM, Analytical Skills, IFRS, COSO Framework, Fraud, PowerPoint, Microsoft Excel, Microsoft Word, Communication Skills, Team Leadership, Interpersonal Skill, Problem Solving, Timely Decision Making, Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley Act, Accounting, US GAAP, Finance, CPA, Management, Leadership, Risk Assessment, Assurance, COSO, External Audit, Financial Analysis, Audit, Financial Reporting, Financial Accounting, Corporate Finance, Financial Audits, Tax, Financial Risk, Financial Modeling, Risk Management, GAAP, Managerial Finance, Financial Statements, Analysis, Budgets

Education
ESCA   1999 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance

University of Brighton   2003 — 2003
Certificate, Business English

Matthew Barbosa Matthew Barbosa Toronto, Canada Area Details
Matthew Barbosa's AGF Management Limited Experience August 2014 - Present
Job Senior Auditor, Internal Audit at AGF Management Limited
Industry Accounting
Experience
AGF Management Limited   August 2014 - Present
BDO Canada  January 2011 - April 2014
BDO Canada  May 2009 - August 2009
Invesco Canada  May 2008 - August 2008
Invesco Canada  May 2007 - September 2007

Skills
IFRS, ASPE, Financial Audits, Financial Analysis, Financial Accounting, Financial Statements, Tax, Assurance, Auditing, GAAP, Corporate Tax, Variance Analysis, Sarbanes-Oxley Act, US GAAP, Canadian GAAP, Revenue Recognition, Income Tax, Internal Controls, Consolidation

Education
Institute of Chartered Accountants of Ontario   2011 — 2014
CA Student

Ryerson University   2006 — 2011
B.Comm, Accounting, Minor in Finance

Anthony Borthwick, CFA Anthony Borthwick, CFA Vancouver, Canada Area Details
Anthony Borthwick, CFA's AGF Management Limited Experience 2004 - 2010
Job Investment Advisor at HollisWealth
Industry Financial Services
Experience
HollisWealth, Scotia Capital Inc.   January 2010 - Present
AGF Management Limited   2004 - 2010
Spectrum Investments  January 2000 - January 2003
Yorkton Securities  January 1998 - January 2000
Nesbitt Burns  January 1994 - February 1998

Skills
Wealth Management, Mutual Funds, Retirement Planning, Investments, Investment Strategies, Financial Advisory, Retirement, Asset Management, Investment Advisory

Education
The University of British Columbia   1985 — 1990
BSc, Chemistry

CFA Society
Chartered Financial Analyst

Handsworth

Ray Desai Ray Desai Toronto, Canada Area Details
Ray Desai's AGF Management Limited Experience January 2001 - December 2001
Job Capital Markets Professional
Industry Financial Services
Experience
Thomson Reuters  2013 - Present
TD Securities  May 2010 - July 2013
TD Wealth Management  June 2006 - June 2010
Mercer Investment Consulting  May 2005 - April 2006
Fidelity Investments  December 2002 - April 2005
AGF Management Limited   January 2001 - December 2001

Skills
Equities, Portfolio Management, Derivatives, Electronic Trading, Fixed Income, Investments, Capital Markets, Trading, Risk Management, Bloomberg, Series 7, Equity Trading, Series 63, Securities, Investment Banking, Quantitative Analytics, Thomson Reuters Eikon, FX Options, Financial Modeling, Banking, Asset Management, Trading Systems, Financial Markets, Management, Valuation, Market Risk, Quantitative Finance, Alternative Investments, FINRA, Analytics, Credit Risk, Settlement, Options, Hedge Funds

Education
Ryerson University   2001 — 2005
Bachelor of Commerce, Finance

CFA Institute

CSI Accreditation

FINRA Licensing

Cathy(Kexin) Wang Cathy(Kexin) Wang Greater Philadelphia Area Details
Cathy(Kexin) Wang's AGF Management Limited Experience May 2013 - July 2013
Job Summer analyst at UBS Hong Kong
Industry Investment Management
Experience
UBS AG Hong Kong   June 2015 - August 2015
SH International LLC   September 2014 - December 2014
Schroders  July 2014 - August 2014
University of Pennsylvania  March 2014 - August 2014
AGF Management Limited   May 2013 - July 2013

Skills
Asset Management, Financial Modeling, Financial Accounting, Microsoft Office, Bloomberg, Data Analysis, Microsoft Excel, Research, Public Speaking, Statistics, Economics, Marketing, Java, Time Management

Education
University of Pennsylvania - The Wharton School   2012 — 2016
Bachelor of Science (BSc), Finance, General

Mercersburg Academy
High School/Secondary Diplomas and Certificates

Justine Rosario Justine Rosario Toronto, Canada Area Details
Justine Rosario's AGF Management Limited Experience June 2013 - March 2015
Job Sales Associate at NEI Investments
Industry Investment Management
Experience
AGF Management Limited   June 2013 - March 2015
Sears Canada  June 2012 - June 2013
Sears Canada  January 2010 - January 2012

Skills
Digital Marketing, Sales, Event Planning, Marketing Management, Product Marketing, Leadership

Education
Ryerson University   2008 — 2012
Bachelor of Commerce, Marketing Management

Rahim (Ray) Kanji Rahim (Ray) Kanji Toronto, Canada Area Details
Rahim (Ray) Kanji's AGF Management Limited Experience 1999 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Invis  2007 - 2015
Excel Funds Management Inc.  2007 - 2008
National Bank of Canada (formerly Altamira Investment Services Inc.)   2006 - 2007
Sun Life Financial  2004 - 2005
Sun Life Financial  2003 - 2004
AGF Management Limited   1999 - 2003

Skills
Sales&Marketing, Relationship-building..., Client-centric, Business Development, Mutual Funds, Financial Services, Goal-driven leader, Entrepreneurship, Mortgage Brokers, Financial Advisory, Consulting, Networking, Team Building, Business Strategy Design, Training, Investments, Life Insurance, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Microsoft Office, Customer Service, Lead Generation, New Business Development, Social Media, Residential Mortgages, Mortgage Marketing, Mortgage Lending, Retirement, Sales, Relationship Management, Real Estate Financing, Refinance, Savings, Investment Strategies, Strategic Financial..., Wealth Management, Retirement Planning, Leadership, Asset Management, Wealth, CRM, Selling, Debt Consolidation, Loans, Financial Planning, Relationship Building

Education
OREA Real Estate College   2014 — 2015
The Salesperson Registration Education Program

REMIC (Real Estate and Mortgage Institute of Canada   2013 — 2013
REMIC Mortgage Agent Course (RMAC)

Canadian Securities Institute   2012 — 2013
Canadian Insurance Course (CIC) - LLQP

Canadian Securities Institute   2011 — 2011
Conduct and Practices Handbook Course (CPH)

Canadian Securities Institute   2011 — 2011
Canadian Securities Course (CSC)

Canadian Securities Institute   2010 — 2010
Investment Funds in Canada (IFIC)

Seneca College of Applied Arts and Technology   2008 — 2008
Mortgage Agent Program

The Institute of Canadian Bankers   2006 — 2006
Investment Funds in Canada (IFIC)

Canadian Securities Institute   2002 — 2002
Conduct and Practices Handbook Course (CPH)

Canadian Securities Institute   1999 — 2001
Canadian Securities Course (CSC)

Victor Soma Sys. Eng. Victor Soma Sys. Eng. Toronto, Canada Area Details
Victor Soma Sys. Eng.'s AGF Management Limited Experience May 2013 - November 2013
Job Director of Solutions Engineering at Cloudware Connections Inc.
Industry Information Technology and Services
Experience
Cloudware Connections Inc.  April 2015 - Present
Osler, Hoskin & Harcourt LLP   September 2014 - April 2015
Sun Life Financial  May 2014 - July 2014
BlackBerry  December 2013 - May 2014
AGF Management Limited   May 2013 - November 2013
Trapeze Group  October 2012 - April 2013
Ministry of Agriculture and Rural Affairs   November 2010 - April 2012
Ministry of Agriculture, Food and Rural Affairs  March 2004 - November 2010
Ministry of Agriculture, Food and Rural Affairs  August 2003 - March 2004
Ministry of Agriculture, Food and Rural Affairs  August 2000 - July 2003

Skills
Salesforce.com..., Salesforce Database..., Salesforce Object..., Salesforce Systems..., Business Analysis, Systems Analysis, Privacy Acts, Functional Documentation, Object Development, CRM Training and Support, Call Centre Management, Activities Managment, Real Time Dashboard..., Case Managment, Business Management..., Web to case Management, Mobile Applications, Self Service Portals, Registration and Event..., Salesforce Dashboard..., APEX, Visual Force, CRM, Salesforce.com, Call Center, Call Centers, Project Management, Management, Requirements Gathering, Solution Architecture, Oracle Application..., Business Strategy, Documentations, Software Project..., Training, Enterprise Software, Requirements Analysis, Business Intelligence, Integration, SaaS, Business Process..., Marketing Automation, ERP, Force.com, Cloud Computing, Databases, Business Process, Agile Methodologies, SQL, Microsoft SQL Server

Education
University of Guelph   1997 — 2002
Engineering Systems and Computing, Engineering

Habib Khokhar Habib Khokhar Toronto, Canada Area Details
Habib Khokhar's AGF Management Limited Experience March 2011 - June 2011
Job Seeking an Exciting New Opportunity
Industry Information Technology and Services
Experience
Ontario Teachers' Pension Plan  January 2014 - April 2015
Invesco Canada (Invesco Trimark)   January 2012 - May 2013
AGF Management Limited   March 2011 - June 2011
RBC  January 2009 - March 2011
RBC  May 2003 - December 2008

Skills
Business Analysis, Customer Service, Teamwork, Trading Systems, Problem Solving, Technology..., Attention To Detail, Business Requirements, Change Management, Vendor Management, Project Coordination, Technical Support, Application Support, Market Data Services, Financial Services, Requirements Gathering, Model Portfolios, Troubleshooting, User Acceptance Testing, Requirements Analysis, SharePoint, Quality Assurance, System Administration, Data Analysis, Analysis, Bloomberg

Education
Ryerson University   2006 — 2016
Bachelor of Commerce (B.Com.), I.T. Management

Sheridan College   1993 — 1996
Business Administration, Finance & Accounting

Lucy Becker Lucy Becker Toronto, Canada Area Details
Lucy Becker's AGF Management Limited Experience November 2006 - July 2011
Job Vice President, Public Affairs at Investment Industry Regulatory Organization of Canada (IIROC)
Industry Investment Management
Experience
Investment Industry Regulatory Organization of Canada (IIROC)   July 2011 - Present
AGF Management Limited   November 2006 - July 2011
Law Society of Upper Canada  December 1999 - December 2005
Brewers Retail Incorporated   February 1997 - November 1999
Ontario Government  1988 - 1997

Skills
Strategic Communications, Corporate Communications, Crisis Communications, Media Relations, Internal Communications, Government relations

Education
Ryerson University
Public Administration, Polical Science, Journalism

Dara Scepanovic Dara Scepanovic Toronto, Canada Area Details
Dara Scepanovic's AGF Management Limited Experience June 2010 - Present
Job Director, Regulatory and Retail Operations at AGF Investments Inc.
Industry Financial Services
Experience
AGF Management Limited   June 2010 - Present
AGF Management Limited   September 2008 - June 2010
BMO Mutual Funds   January 2007 - September 2008
BMO Nesbitt Burns  February 2005 - January 2007
MRS Inc.  August 2004 - February 2005
Bank of Montreal  2001 - 2001

Skills
Mutual Funds, Financial Services, Strategy, FATCA, Financial Risk, Project Management, Leadership, Registered Plans, Compliance, Risk Management

Education
University of Nottingham   2002 — 2003
BBA, Exchange Program

University of Toronto   1999 — 2002
BBA, Specialist in Management, Finance Stream

Blawal Aleem Blawal Aleem Toronto, Canada Area Details
Blawal Aleem's AGF Management Limited Experience June 2013 - August 2013
Job 5th Year Business Technology Management Student at Ted Rogers School of Management, Ryerson University
Industry Information Technology and Services
Experience
IBM  August 2015 - Present
Ryerson University  September 2013 - August 2015
AGF Management Limited   June 2013 - August 2013
Skechers  April 2012 - August 2012

Skills
SDLC, Microsoft Office, Social Media, Visio, Customer Service, Time Management, Team Leadership, Databases, Leadership, Networking, Management, Teamwork, Sales, Bookkeeping, Microsoft Excel, Public Speaking, Access, SQL, Computer Hardware, PowerPoint, Inventory Management, MySQL, Rational Rose 2000, Marketing, Photoshop, Retail, Budgets, Advertising, Microsoft SQL Server, Web Design, XML, Real Estate, SEO, Information Technology, After Effects, Adobe Creative Suite, Use Case Diagrams, Use Case Analysis, SharePoint, Dreamweaver, Flash, Requirements Gathering, Documentation

Education
Ryerson University   2011 — 2016
Bachelor of Commerce (BCom), Business Technology Management

Yohan Beaulieu CFA, FRM Yohan Beaulieu CFA, FRM Montreal, Canada Area Details
Yohan Beaulieu CFA, FRM's AGF Management Limited Experience January 2007 - May 2007
Job Banque Nationale Conseiller financier senior GPF des initiatives stratégiques
Industry Banking
Experience
Banque Nationale  October 2014 - Present
Fondation Montréal inc.   2015 - 2015
CGI  March 2010 - October 2014
CGI  August 2008 - March 2010
AGF Management Limited   January 2007 - May 2007
Caisse de dépôt et placement du Québec   2005 - 2006

Skills
Spirit, Fast Learning, Communicator, Financial Modeling, Risk

Education
CFA Institute
CFA, CFA

GARP   2009 — 2009
FRM, Financial Risk Management

Université de Sherbrooke   2007 — 2007
Certificat, Gestion TI

Université de Sherbrooke   2004 — 2007
BAA, Finance

James Goss James Goss Toronto, Canada Area Details
James Goss's AGF Management Limited Experience April 2015 - Present
Job Sales at AGF Management Limited
Industry Financial Services
Experience
AGF Management Limited   April 2015 - Present
AGF Management Limited   March 2013 - March 2015
AGF Management Limited   March 2012 - March 2013
AGF Management Limited   April 2011 - April 2012

Skills
Financial Modeling, Investments, Equities, Portfolio Management, Bloomberg, Capital Markets, Mutual Funds, Financial Analysis, Fixed Income, Wealth Management, Asset Management, Derivatives, Valuation, Investment Strategies, Management, Accounting, Squash, Public Speaking, Sales Presentations, Financial Services, Finance

Education
Queen's University   2012 — 2013
Master of Finance, Finance

The University of Western Ontario   2007 — 2011
Business, Finance

Josh Kester Josh Kester Toronto, Canada Area Details
Josh Kester's AGF Management Limited Experience 2008 - 2010
Job
Industry Mining & Metals
Experience
Barrick Gold Corporation  2010 - 2015
AGF Management Limited   2008 - 2010
Franklin Templeton Investments  2003 - 2008
Franklin Templeton Investments  2003 - 2005
Thomson Reuters  2000 - 2003
Noranda  1999 - 2000

Skills
Strategy, Program Management, Risk Management, Management Consulting, Business Transformation, Strategic Planning, Business Transformation..., Global Transformation, Finance Transformation, Financial Performance..., Financial Operations, Financial Policies &..., Controllership Functions, Compliance Reporting, Project Planning, Business Intelligence, Business Analysis, Consulting, Management, Leadership, Change Management, Business Process..., Financial Analysis, Mergers & Acquisitions

Education
Queen's University   1994 — 1999
B.A.

Queen's University   1994 — 1998
Bachelor of Science Honours

Upper Canada College   1987 — 1994
OSSHD

Alexandra Nguyen Alexandra Nguyen Toronto, Canada Area Details
Alexandra Nguyen's AGF Management Limited Experience January 2014 - May 2015
Job Regional Sales Associate at National Bank Investments
Industry Banking
Experience
National Bank Investments  May 2015 - Present
LMWR & Associates Consulting Group   July 2013 - Present
AGF Management Limited   January 2014 - May 2015
Solidifi  May 2012 - January 2014
Stephan Tan School of Music   September 2011 - June 2012
Ryerson Entrepreneur Institute (REI)   February 2010 - March 2012
Ontario Ministry of Labour  May 2011 - September 2011

Skills
Leadership, Entrepreneurship, Customer Service, Public Speaking, Time Management, Management, Social Media, Training, Team Leadership, Strategy, Mutual Funds

Education
Ryerson University   2008 — 2012
Bachelor of Commerce (B.Com.), Law & Business Major/Minor in Professional Communication

Sharon He Sharon He Toronto, Canada Area Details
Sharon He's AGF Management Limited Experience June 2012 - May 2014
Job Analyst, Investment Operations at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management  May 2014 - Present
AGF Management Limited   June 2012 - May 2014
Citi  May 2011 - July 2011
BMO  June 2010 - July 2010
Industrial and Commercial Bank of China  May 2009 - July 2009

Skills
Bloomberg Terminal, Quantitative Research, Accounting, Financial Accounting, Account Reconciliation, Data Analysis, Investment Valuation, Microsoft Excel, Eagle, Corporate Finance, International Finance, Foreign Exchange..., Operations Management, NAV

Education
Queen's University
Queen's School of Business, Master of Finance

The University of Western Ontario   2008 — 2012
Bachelor of Management and Organizational Studies, Finance and Administration

Edwin Wong, CPA, CA Edwin Wong, CPA, CA Toronto, Canada Area Details
Edwin Wong, CPA, CA's AGF Management Limited Experience 1989 - 2002
Job Chief Financial Officer, Canada at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company  January 2015 - Present
Independent Consultant  October 2014 - December 2014
Citigroup Fund Services Canada, Inc.   2007 - July 2014
Citigroup Fund Services Canada, Inc.   2005 - 2007
Unisen Inc.  2002 - 2005
AGF Management Limited   1989 - 2002
EY  1981 - 1989

Skills
investment operations, Financial Reporting, Mergers & Acquisitions, Executive Management, Coaching, Balanced Scorecard, Enterprise Services, Investment funds..., Auditing, Offshore Outsourcing, Lean Transformation, Investments, Due Diligence, Finance, Financial Services, Capital Markets

Education
Chartered Professional Accountants of Ontario
CPA, CA

University of Manitoba   1976 — 1980
Bachelor of Commerce (B.Com.), Accounting and Finance

Andrew Goldberg Andrew Goldberg Toronto, Canada Area Details
Andrew Goldberg's AGF Management Limited Experience May 2011 - April 2012
Job J.D. Candidate 2017
Industry Law Practice
Experience
Western Business Law Clinic  September 2014 - Present
Pomer and Boccia   May 2015 - September 2015
PepsiCo Canada  September 2012 - December 2012
AGF Management Limited   May 2011 - April 2012

Skills
Analysis, Financial Analysis, Internal Audit, Project Management, Environmental Impact..., Enterprise Risk..., Microsoft Excel, Research, Internal Controls, Event Planning, Highly Ambitious, Team Leadership, Problem Solving, Bloomberg Terminal, Investment Management, Financial Accounting, Managerial Finance, Stretching, process improvement, management information..., Iso 9000, ISO 14001, Environmental..., Customer Service, Microsoft Office, Time Management

Education
Western University   2014 — 2017
Doctor of Law (J.D.), Law

Seneca College of Applied Arts and Technology   2015 — 2015
Introduction To Programming in C

Wilfrid Laurier University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance (Co-op)

Randy Ambrosie Randy Ambrosie Toronto, Canada Area Details
Randy Ambrosie's AGF Management Limited Experience May 2004 - July 2009
Job President and CEO at MacDougall, MacDougall & MacTier Inc.
Industry Financial Services
Experience
MacDougall, MacDougall & MacTier Inc.   October 2012 - Present
Accretive 360 Inc.   February 2010 - August 2012
AGF Management Limited   May 2004 - July 2009
HSBC Securities and HSBC Brokerage   2003 - 2004
CIBC Wood Gundy  2001 - 2002
Merrill Lynch  1998 - 2001
Merrill Lynch Canada  1993 - 2001
Midland Walwyn  1997 - 1999

Skills
Wealth Management, Investments, Asset Managment, Mutual Funds, Investment Strategies, Strategic Financial..., Investment Advisory, Risk Management, Wealth, Alternative Investments, Financial Advisory, Asset Allocation, Asset Management, Bonds, Equities, Financial Planners, Financial Services, Fixed Income, Hedge Funds, High Net Worth..., Investment Management, Leadership, Portfolio Management, Private Equity, Securities, Wealth Management...

Education
University of Manitoba   1980 — 1985
B. Comm, Business

Richard Beeson Richard Beeson Toronto, Canada Area Details
Richard Beeson's AGF Management Limited Experience 2000 - 2002
Job Senior Vice President at Capital International Asset Management (Capital Group)
Industry Investment Management
Experience
Capital International  September 2002 - Present
AGF Management Limited   2000 - 2002
Global Strategy Financial  1994 - 2000

Skills
Equities, Mutual Funds, Portfolio Management, Fixed Income, Investment Strategies, Investments, Strategic Financial..., Asset Management, Financial Advisory, Investment Advisory, Retirement Planning, Wealth Management, Alternative Investments, Investment Management, Asset Allocation, Emerging Markets, Securities, Capital Markets, Estate Planning, Hedge Funds, Financial Planning

Education
University of California, Berkeley - Walter A. Haas School of Business   2006 — 2007
Certified Investment Management Analyst

The Tuck School of Business at Dartmouth College
Tuck Executive Program

The University of Western Ontario   1980 — 1984
BA, Economics and History

Anzhelika Khenkin Anzhelika Khenkin Toronto, Canada Area Details
Anzhelika Khenkin's AGF Management Limited Experience April 2007 - February 2009
Job Sr. BA Consultant at OLG/EDRM
Industry Financial Services
Experience
OLG  February 2015 - Present
OLG  January 2014 - December 2014
Pega CoE at CIBC   May 2012 - December 2013
PwC Consulting/TD Waterhouse   October 2011 - January 2012
CIBC Wealth Management  February 2011 - September 2011
PwC Consulting/TD Waterhouse   September 2010 - January 2011
RBC  April 2010 - July 2010
GuestLogix  July 2009 - March 2010
AGF Management Limited   April 2007 - February 2009
Salentica Systems   August 2006 - February 2007

Skills
SDLC, Requirements Gathering, Business Analysis, Business Process, Project Management, Requirements Analysis, Systems Analysis, Integration, Agile Methodologies, Business Requirements, Visio, Analysis, Databases, Software Project..., PMO, UML, Process Improvement, Software Documentation, SQL, Business Process..., Microsoft SQL Server, Functional Requirements, User Acceptance Testing, Functional..., SharePoint, CMM, RUP, Test Planning, Data Warehousing, System Testing, Six Sigma, ITIL Service Strategy

Education
Canadian Career College of Innovative Technology and Management   2009 — 2009
Postgraduate Diploma

Seneca College of Applied Arts and Technology   1999 — 2001
Diploma

University of Taldykorgan   1989 — 1993
Barchelors

Jasna Hadzi-Tosev Jasna Hadzi-Tosev Toronto, Canada Area Details
Jasna Hadzi-Tosev's AGF Management Limited Experience September 2010 - September 2011
Job Principal Business Testing Engineer at Temenos
Industry Information Technology and Services
Experience
Temenos  September 2011 - Present
AGF Management Limited   September 2010 - September 2011
Odyssey Financial Technologies  January 2001 - September 2010
Bayview Glen school  August 1996 - August 1998
Zemunska gimnazija   August 1991 - November 1993

Skills
Testing, Quality Assurance, User Acceptance Testing, Test Management, Test Planning, SDLC, Test Strategy, Quality Center, Requirements Analysis, Regression Testing, Software Quality..., Software Project..., Test Cases, System Testing, Agile Methodologies, Business Requirements, Requirements Gathering, Manual Testing, Defect Tracking, System Integration..., HP Quality Center, Unix, Test Automation, Integration Testing, Test Execution, Scrum, Black Box Testing, Teaching, Academic Tutoring

Education
University of Belgrade   1985 — 1991
BSc, Mathematics

Jordan Martinez Jordan Martinez Toronto, Canada Area Details
Jordan Martinez's AGF Management Limited Experience May 2011 - March 2012
Job Project Manager at Jacknife
Industry Marketing and Advertising
Experience
Jacknife   January 2015 - Present
WebCanada  July 2012 - January 2015
AGF Management Limited   May 2011 - March 2012
Rive Gauche Media  May 2009 - June 2010
Quebecor World  November 2007 - January 2009
Central Reproductions   April 2007 - November 2007
Metroland Media Group  April 2006 - September 2006
King Valley Golf Club - Club Link   March 2003 - December 2005

Skills
Web Project Management, Graphic Design, Web Services, Web Analytics, Client Development, InDesign, Project Planning, Photoshop, Variable Data Printing, Advertising, Client Co-ordination, Adobe Creative Suite, Direct Mail, Pre-press, Digital Printing, Project Management, Direct Marketing, Web Development, Web Applications, Web Content, People Development, Print Management, Offset Printing, Marketing Communications, Integrated Marketing, Email Marketing, Creative Direction, Digital Strategy, Digital Marketing, Marketing, CMS, Social Media Marketing, Online Advertising, Digital Media, WordPress

Education
Ryerson University   2003 — 2007
BTech, Graphic Communications Management

Kevin Brent, CFA Kevin Brent, CFA Calgary, Canada Area Details
Kevin Brent, CFA's AGF Management Limited Experience October 2011 - June 2013
Job Investment Analyst at Bluesky Equities Ltd.
Industry Accounting
Experience
Bluesky Equities Ltd.   October 2014 - Present
Canadian Pacific Railway  June 2013 - October 2014
AGF Management Limited   October 2011 - June 2013
Saint Mary's University  September 2010 - April 2011
CIBC Retail Markets  October 2009 - October 2010

Skills
Credit Analysis, Finance, Investments, Business Planning, Financial Analysis, Strategic Financial..., Microsoft Excel, Statistical Modeling, Revenue Forecasting, Financial Planning, Mutual Funds, Time Management, Market Research, Personnel Management, SAP ERP, SAP BI, Risk Analysis, Writing, Banking, Business Development, Portfolio Management, Analysis

Education
Saint Mary's University   2009 — 2011
Bachelor of Commerce, Finance, Accounting and Economics

Mount Royal University   2008 — 2009
Business

University of CalgaryCalgary   2003 — 2005
General

Eli Nasrallah, CFA Eli Nasrallah, CFA Ottawa, Canada Area Details
Eli Nasrallah, CFA's AGF Management Limited Experience September 2007 - January 2011
Job Implementing Sustainable Income Solutions
Industry Financial Services
Experience
Capital Income Options   January 2011 - Present
AGF Management Limited   September 2007 - January 2011
Manulife Investments  2003 - 2007
AEGON  2002 - 2003
CIBC Asset Management  1996 - 1999

Skills
Mutual Funds, Wealth Management, Investment Strategies, Investments, Retirement Planning, Financial Advisory, Securities, Investment Advisory, Risk Management, Portfolio Management, Strategic Financial..., Financial Services, Disability Insurance, Insurance, Asset Management, Retirement, Estate Planning, Finance, Sales, Asset Allocation, Life Insurance, Business Development, Financial Planning, Management, Wealth, Fixed Income

Education
CFA Institute   1999 — 2001
Chartered Financial Analyst, Financial Analysis

University of Ottawa   1989 — 1991
B. Soc Sc, Economics

Fisher Park HS   1979 — 1984

George Emmanuvel George Emmanuvel Toronto, Canada Area Details
George Emmanuvel's AGF Management Limited Experience September 2010 - October 2012
Job Technical Support Analyst at Torys LLP
Industry Information Technology and Services
Experience
Torys LLP  November 2012 - Present
Dexterous Consulting   April 2007 - Present
AGF Management Limited   September 2010 - October 2012
TD  November 2007 - November 2008
SOS Personal Learning Solutions   May 2007 - September 2007
Redwood Custom Communications / Totem   May 2004 - May 2006

Skills
Web Development, CSS, WordPress, Microsoft Office, Troubleshooting, HTML, Windows, PHP, Customer Service, Active Directory, Windows 7, Technical Support, Management, Team Leadership, Graphic Design, System Administration, Project Management, SharePoint, Social Media, Leadership, SQL, VPN, JavaScript, MS Office Suite, Photoshop, Lotus Notes, Citrix, Access, Databases, Entrepreneurship, OS X, Blackberry, Online Marketing, Dreamweaver, SEO, MySQL, Outlook, Computer Hardware, ITIL v3 Foundations..., CMS, Illustrator, iPhone, Visual Basic, Product Support, Software Quality..., Web Strategy, Video Editing, Event Planning, Web Content Management

Education
Ryerson University
ITM

Luong Dang Luong Dang Toronto, Canada Area Details
Luong Dang's AGF Management Limited Experience September 2009 - April 2010
Job Business Analyst at Just Energy
Industry Information Technology and Services
Experience
Just Energy  August 2010 - Present
AGF Management Limited   September 2009 - April 2010
JDC Central  June 2009 - January 2010
Ryerson University  2009 - 2010
Orbit Group Partners   May 2007 - June 2008
Herman Miller  January 2006 - December 2007

Skills
Software Documentation, Business Process, Microsoft SQL Server, Quantitative Analytics, Data Warehousing, Process Modeling, Requirements Gathering, Requirements Analysis, Visio, CRM, Call Centers, Market Research, Business Analysis, Business Analytics, Mathematica, Mathematical Modeling, Numerical Simulation, Visual Studio, SSIS, SSRS

Education
Ryerson University   2008 — 2010
Bachelor of Commerce (B.Com.), Information Technology Project Management

Seneca College of Applied Arts and Technology   2004 — 2007
Business Administration - Information System, Information Technology Project Management

John Mavromihelakis John Mavromihelakis Toronto, Canada Area Details
John Mavromihelakis's AGF Management Limited Experience 2006 - 2009
Job Information Technology Executive
Industry Financial Services
Experience
Healthcare of Ontario Pension Plan  2009 - Present
HOOPP  2009 - 2010
AGF Management Limited   2006 - 2009
Unisen Inc.  2003 - 2006
AGF  2001 - 2003
Manulife Financial  1999 - 2001
Manulife Financial  1998 - 1999

Education
Ryerson University

Sharon Banait Sharon Banait Toronto, Canada Area Details
Sharon Banait's AGF Management Limited Experience May 2010 - Present
Job Project Manager at AGF Management Limited
Industry Information Technology and Services
Experience
AGF Management Limited   May 2010 - Present

Education
Seneca College of Applied Arts and Technology   1993 — 1996

Toronto School of Business   1998 — 1998
MCSE

Eric Larocque Eric Larocque Toronto, Canada Area Details
Eric Larocque's AGF Management Limited Experience 2007 - January 2012
Job Office Manager / Mortgage Agent at Mortgage Rate Inked
Industry Financial Services
Experience
TMG The Mortgage Group Ontario Inc   May 2014 - Present
B2B Bank  June 2013 - February 2014
AGF Trust Company  January 2012 - June 2013
AGF Management Limited   2007 - January 2012
AGF  2006 - January 2012
AGF Trust Company  April 2004 - February 2007

Skills
Mutual Funds, Financial Services, Corporate Communications, Marketing Strategy, Marketing Communications, Portfolio Management, Investments, Risk Management, Loans, Management, Marketing, Mortgage Lending, Relationship Management, Strategy, Banking

Education
Sheridan College   1998 — 2001

Francois Pintal Francois Pintal Montreal, Canada Area Details
Francois Pintal's AGF Management Limited Experience 1990 - 1995
Job VicePresident and Regional Manager, National Bank Financial
Industry Financial Services
Experience
National Bank Financial  December 2005 - Present
Russell Investments  January 2002 - January 2004
Fidelity Investments  January 2000 - 2002
AIM Trimark Investments  January 1995 - 2000
AGF Management Limited   1990 - 1995

Skills
Portfolio Management, Mutual Funds, Investments, Wealth Management, Investment Advisory, Investment Strategies, Equities, Asset Allocation, Asset Management, Strategic Financial..., Fixed Income, Financial Markets, Capital Markets, Alternative Investments, Securities, Derivatives, Bonds, Banking, Trading, Financial Analysis, Bloomberg, Financial Advisory, Corporate Finance

Education
Université de Sherbrooke   1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General

séminaire de Québec   1980 — 1981

Steve Krolewski Steve Krolewski Toronto, Canada Area Details
Steve Krolewski's AGF Management Limited Experience January 2010 - June 2011
Job System Administrator available for new opportunities
Industry Information Technology and Services
Experience
Unemployed - Looking for IT position   October 2013 - Present
Closing the Gap Healthcare Group  October 2012 - October 2013
Unemployed - Looking for IT position   June 2011 - October 2012
AGF Management Limited   January 2010 - June 2011
AGF Management Limited   April 2007 - January 2010
SIT  January 2005 - April 2007
Strategic Information Technology  January 2002 - January 2005
Strategic Information Technology  January 2000 - January 2002

Skills
Release Management, Project Management, MS Project, Progress RDBMS, Windows Server, Windows 7, Microsoft Office, Network Administration, Network Security, System Administration, Systems Analysis, Firewalls, Microsoft Exchange, Cable Networks, Visio, Microsoft Excel, Shell Scripting, Requirements Gathering, Process Automation, 24x7 Production Support, Requirements Analysis, Databases, Troubleshooting, Unix, Integration, Disaster Recovery

Education
Ryerson University   2010 — 2013
Certificate, Project Management

Institute for Computer Studies   1999 — 1999
Diploma, Network and System Administration/Administrator

Margaret Evered Margaret Evered Toronto, Canada Area Details
Margaret Evered's AGF Management Limited Experience April 1999 - August 2001
Job Orped InfoSystems
Industry Information Services
Experience
Orped InfoSystems   February 2005 - Present
Legislative Assembly of Ontario  October 2002 - February 2005
Orped InfoSystems   August 2001 - October 2002
AGF Management Limited   April 1999 - August 2001
City of Toronto  May 1996 - September 1998

Education
University of Toronto - Rotman School of Management   1999 — 2001
GEMBA, International Business

Western University   1977 — 1979
M.Sc., Behavioural Science

University of London
B.Sc. (Hons), Neurophysiology and Marine Biology

Steven Rapini Steven Rapini Toronto, Canada Area Details
Steven Rapini's AGF Management Limited Experience May 2007 - April 2009
Job Service Delivery Manager at BMO Financial Group
Industry Information Technology and Services
Experience
BMO Financial Group  April 2014 - Present
Patheon Inc.  July 2011 - April 2014
Citi  2010 - 2011
Canadian Tire  2009 - 2010
AGF Management Limited   May 2007 - April 2009
Meridian Credit Union  August 2006 - May 2007
Polyair  April 2005 - August 2006
IBM Canada  March 2004 - August 2005

Skills
Active Directory, ITIL, IT Service Management, Software Documentation, Technical Support, Servers, Operating Systems, Remedyforce, Networking, Disaster Recovery, Service Delivery, VPN, Help Desk Support, IT Management, Business Analysis, IT Strategy, Integration, Management, Requirements Analysis, SDLC, Team Leadership, Vendor Management

Education
Seneca College of Applied Arts and Technology   2000 — 2003
Computer Networking and Technical Support, Information Technology

Eric Dinnall Eric Dinnall Toronto, Canada Area Details
Eric Dinnall's AGF Management Limited Experience 2007 - 2007
Job Account Manager RBC
Industry Banking
Experience
Total Credit Recovery  UnderwriterAGF Trust2007 - 2007
AGF Management Limited   2007 - 2007
mBanx   2000 - 2001
mBanx   2000 - 2001
mBanx   2000 - 2001
mBanx   2000 - 2001
mBanx   2000 - 2001
mBanx   2000 - 2001

Education
Seneca College of Applied Arts and Technology   1983 — 1985

Kristina Ezergailis Kristina Ezergailis Toronto, Canada Area Details
Kristina Ezergailis's AGF Management Limited Experience 1994 - 1998
Job Finance Manager,BP&A Planning and Reporting at Revera Inc.
Industry Pharmaceuticals
Experience
Revera Inc.  October 2011 - April 2012
Baxter Healthcare  June 2007 - June 2011
Baxter International Inc.  April 2007 - June 2007
Baxter Healthcare  December 2003 - April 2006
Cendant (Galileo)   2001 - 2003
Purolator  2000 - 2000
Purolator  1998 - 2000
AGF Management Limited   1994 - 1998
AGF Management Limited   1992 - 1994

Skills
JD Edwards, GAAP, Financial Reporting, Internal Controls, Financial Analysis, Forecasting, Cost Accounting, Variance Analysis, Financial Accounting, Accounting, Managerial Finance, Hyperion Enterprise, Sarbanes-Oxley Act, Budgets, Cognos, Business Analysis, Process Improvement, Business Process..., Financial Forecasting, Financial Modeling, Auditing, Strategic Financial..., Consolidation, Finance, IFRS, Account Reconciliation, Accruals, General Ledger, Fixed Assets, Internal Audit, US GAAP, Cash Flow, SAP, ERP, Accounts Receivable, Cash Management, Essbase, PeopleSoft, Financial Planning, Hyperion

Education
Certified General Accountants of Ontario   2001 — 2001
CPA, CGA

Ryerson University   1987 — 1991
BComm, Accounting Finance

David S. Ramnarine David S. Ramnarine Toronto, Canada Area Details
David S. Ramnarine's AGF Management Limited Experience August 2010 - July 2011
Job Senior Project Manager at CIBC
Industry Information Technology and Services
Experience
CIBC  September 2015 - Present
HALO PMP Consulting Inc.   November 2013 - September 2015
HALO PMP Consulting Inc.   June 2013 - November 2013
HALO PMP Consulting Inc.   July 2012 - May 2013
International Telephone Products LTD.   August 2011 - July 2012
AGF Management Limited   August 2010 - July 2011
Wells Fargo Financial Corporate Canada   2007 - June 2010
Timetech   April 2003 - October 2007
CyberShift, Inc.   February 1998 - March 2003

Skills
Project Management, Strategic Planning, PMP, Agile Methodologies, Business Analysis, Process Improvement, Requirements Gathering, Cost Management, CRM, Strategic Leadership, Cross-functional Team..., Strategic Financial..., Risk Management, Contingency Planning, Change Management, Conflict Management, IT Operations, Telecommunications, Insurance, Distributed Team..., Information Technology, Database Administration, Disaster Recovery, Resource Management, Innovation Development, Team Building, Operations Management, Customer Service, Project Manager..., Training Delivery, Team Leadership, Software Project..., Workforce Management, User Acceptance Testing, Payroll, Technology Integration, SDLC, Training, SaaS, Software Documentation, Integration, MS Project, Management, Microsoft Project

Education
PMI - Lakeshore Chapter   2014 — 2014
Scrum Master, towards Agile Certified Professional (ACP)

TechTrain The Training Camp InfoSec Academy   2006 — 2006
Certification, Professional Project Management (PMP)

Seneca College of Applied Arts and Technology   1994 — 1998
CET, Computer Engineering Technology

Chris Fregren Chris Fregren Toronto, Canada Area Details
Chris Fregren's AGF Management Limited Experience October 2002 - April 2006
Job CFO at Money Mart
Industry Financial Services
Experience
National Money Mart  November 2009 - Present
easyhome Ltd  April 2006 - October 2009
AGF Management Limited   October 2002 - April 2006
Dynacare Ltd.   June 1994 - June 2002
Restauronics Services Inc. (Compass Group)   February 1989 - June 1994

Skills
Financial Modeling, Financial Analysis, Risk Management, Financial Reporting, Internal Controls, Accounting, Forecasting, Strategic Planning, Auditing, Restructuring, Budgets, Managerial Finance, Finance, Cash Flow, Financial Accounting, Business Planning, Financial Audits, Banking, Financial Risk, Analysis, Cash Management, Executive Management, Investments, Portfolio Management

Education
University of Manitoba   1978 — 1980
MBA

Chris Lorenzin Chris Lorenzin Vancouver, Canada Area Details
Chris Lorenzin's AGF Management Limited Experience February 2003 - October 2012
Job Capital International Asset Management
Industry Investment Management
Experience
Capital International  November 2012 - Present
AGF Management Limited   February 2003 - October 2012

Skills
Mutual Funds, Investments, Retirement Planning, Wealth Management, Investment Strategies, Alternative Investments, Retirement, Estate Planning, Asset Allocation, Asset Management, Banking, Bonds, ETFs, Equities, Financial Advisory, Financial Planners, Fixed Income, Insurance, Investment Management, Portfolio Management, Relationship Management, Separately Managed..., Strategic Financial..., Wealth, Wealth Management...

Education
University of Illinois at Chicago   1999 — 2001
B.Sc., Concentration in Finance

Christine Ramsay Christine Ramsay Toronto, Canada Area Details
Christine Ramsay's AGF Management Limited Experience December 2013 - Present
Job Director, Marketing Communications at AGF Investments Inc.
Industry Financial Services
Experience
AGF Management Limited   December 2013 - Present
AGF Investments Inc.  August 2008 - December 2013
Ventures West  2002 - 2008

Skills
Corporate Communications, Internal Communications, Investments, Marketing Strategy, Strategic Communications, Marketing Communications, Corporate Branding, Financial Services, Copywriting, Media Relations, Email Marketing, Crisis Communications, Integrated Marketing, Brand Development, Speech Writing, Strategy, Direct Marketing, Digital Marketing, Press Releases, Web Content Management, Newsletters, Leadership, Web Content

Education
Queen's University   1988 — 1992
B.A.(Hons)

Ryerson University   2005 — 2007
Public Relations

Kinga Lam Kinga Lam Toronto, Canada Area Details
Kinga Lam's AGF Management Limited Experience 2000 - 2001
Job Director of Marketing at Sprott Asset Management
Industry Financial Services
Experience
Sprott Asset Management  2015 - Present
Sprott Asset Management  2012 - January 2015
Empire Life  2010 - 2012
Sentry Investments  2006 - 2008
Sentry Investments  2001 - 2006
AGF Management Limited   2000 - 2001
BPI Capital Management   1998 - 2000

Skills
Marketing Communications, Corporate Communications, Marketing Strategy, Marketing, Product Marketing, Advertising, Social Media, Online Marketing, Investor Relations, Public Relations, Corporate Branding

Education
University of Toronto
Marketing

University of Toronto   1995 — 1997
Bachelor of Science, Psychology

University of London   1993 — 1995
Diploma, Psychology

Norman Lardizabal Norman Lardizabal Toronto, Canada Area Details
Norman Lardizabal's AGF Management Limited Experience January 2011 - June 2012
Job Sr. Network Engineer at Davis + Henderson Ltd
Industry Information Technology and Services
Experience
Lakeview Network Solutions   March 2012 - Present
Davis + Henderson Ltd   November 2014 - May 2015
TD Bank  February 2014 - October 2014
Diamond Resorts International  February 2013 - April 2013
Just Energy  August 2012 - November 2012
AGF Management Limited   January 2011 - June 2012
Eclipse Technology Solutions   June 2010 - December 2010
MTS Allstream  January 2007 - February 2010
NL Consulting   October 2003 - December 2006
Colliers International  November 1999 - September 2003

Skills
Cisco Technologies, Data Center, Cisco Nexus Switching, Firewalls - Cisco,..., Cisco ACE, WAAS and ACS, Cisco IP Telephony and..., Cisco WLC, NCS, WCS,..., Cisco Nexus, Juniper, Network Architecture, VPN, Firewalls, VoIP, QoS, Cisco Call Manager, Network Security, Network Administration, CCNP, Checkpoint, WAN, Routers, Routing, Switches, MPLS, Servers

Education
Saint Louis University (PH)   1983 — 1988
Bachelor, Electronics and Communication Engineering

David Stephenson, CAIA, FCSI David Stephenson, CAIA, FCSI Toronto, Canada Area Details
David Stephenson, CAIA, FCSI's AGF Management Limited Experience May 1999 - April 2001
Job Vice President, Product, ishares at BlackRock
Industry Financial Services
Experience
BlackRock  September 2012 - Present
HSBC Global Asset Management (Canada) Ltd   May 2007 - September 2012
ING Investment Management  April 2001 - April 2007
AGF Management Limited   May 1999 - April 2001
Scudder Investments  September 1995 - April 1999

Skills
Wealth Management, Product Management, Portfolio Management, Strategic Financial..., Product Development, Financial Services, Financial Markets, Team Leadership, Derivatives, Mutual Funds, Investment Advisory, Strategic Planning, Asset Managment, Equities, Fixed Income, Asset Allocation, Alternative Investments, Investments, Asset Management, Hedge Funds, Project Management, Financial Analysis, Investment Strategies, Business Development, Risk Management, Relationship Management, Private Banking, Banking, Capital Markets, Valuation, Business Strategy, Business Analysis, Financial Modeling, Product Marketing, Retail Banking, ETFs

Education
Ryerson University   1990 — 1994
Bachelor of Commerce, business management

Birchmount

Birchmount

Adrienne Smeaton Adrienne Smeaton Winnipeg, Canada Area Details
Adrienne Smeaton's AGF Management Limited Experience March 2008 - May 2010
Job
Industry Online Media
Experience
Momentum Healthware  April 2012 - Present
AGF Management Limited   March 2008 - May 2010
Audis Canada Inc.   August 2006 - February 2007

Skills
Investments, Marketing Communications, Event Planning, Event Management, Customer Service, Project Management, Team Building, Editing, Mutual Funds, Account Management, Program Management, Relationship Management, Sales Presentations

Education
The University of Winnipeg   2000 — 2003
Environmental Biology

Sam DiTella Sam DiTella Toronto, Canada Area Details
Sam DiTella's AGF Management Limited Experience October 2003 - February 2009
Job Vice President, National Accounts at BMO Global Asset Management – AdviceLed, OutcomeOriented Investment Solutions
Industry Financial Services
Experience
BMO Global Asset Management  August 2009 - Present
AGF Management Limited   October 2003 - February 2009
Canada Life  July 2002 - September 2003
Sun Life Financial  November 2000 - July 2002

Skills
Investments, New Business Development, ETFs, Key Account Management, Strategic Partnerships, Relationship Management, Institutional, Business Planning, Portfolio Management, Negotiation, Management, Mutual Funds, Business Strategy, Customer Negotiations, Banking, Investment Strategies, Leadership, Forecasting, Financial Services, Financial Markets, Capital Markets, Investment Advisory, Client Relations Skills, Segregated Funds, Securities, Communication, Investment Management, Sales & Marketing..., Finance

Education
University of Guelph
B.A, Management Economics

Sheridan College
B.A, Marketing Management

Marthe Gaulin-Li Marthe Gaulin-Li Toronto, Canada Area Details
Marthe Gaulin-Li's AGF Management Limited Experience December 2010 - Present
Job Senior Translator (certified tr. atio) and Voiceover talent
Industry Translation and Localization
Experience
AGF Management Limited   December 2010 - Present
(Freelancer)   November 1997 - December 2010
Council of Ministers of Education (Canada)   April 2009 - April 2010
Hallmark  2005 - 2007

Skills
Proofreading, French, Translation, Research, Corporate Communications, Editing, English to French, Copywriting

Education
Université du Québec
Bachelor's degree, Translation

Andrew Traetto Andrew Traetto Toronto, Canada Area Details
Andrew Traetto's AGF Management Limited Experience March 2011 - November 2012
Job IT Consultant at 407 ETR
Industry Financial Services
Experience
407 ETR  November 2012 - Present
AGF Management Limited   March 2011 - November 2012
CSI Global Education Inc.  October 2010 - March 2011
Mutual Fund Dealers Association of Canada  October 2008 - October 2010
Mutual Fund Dealers Association of Canada  May 2007 - October 2008

Skills
Analysis, Business Process..., Business Requirements, Enterprise Architecture, Business Analysis, Requirements Gathering, Mutual Funds, Securities, Java, Microsoft SQL Server, Business Systems..., Informatica, SDLC, Risk Management, Oracle SQL, Technical Requirements..., Appian, Corticon, Requirements Analysis, DB2, Business Process Design, Business Process, Compliance, Large Systems..., Process Improvement, SQL, Visio, User Acceptance Testing, Scrum, Agile Leadership, Agile Application..., Agile Project Management, Agile Methodologies

Education
University of Toronto   2010 — 2011
Business Analyst Certificate, Continuing Education

University of Guelph   2003 — 2007
B.Comp, Computer Science

Evan Grunberger Evan Grunberger Vancouver, Canada Area Details
Evan Grunberger's AGF Management Limited Experience March 2015 - Present
Job Regional Sales Representative at AGF Management Limited
Industry Wireless
Experience
AGF Management Limited   March 2015 - Present
Manulife/Standard Life   March 2014 - March 2015
Edward Jones  November 2012 - January 2014
Worldlynx Wireless  September 2010 - November 2012
Vector Marketing  May 2009 - May 2011

Skills
Social Media, Customer Service, Professional Account..., Marketing, Direct Marketing, Sales, Direct Sales, Training, POS, Mac OS X, Windows, Android, iPhone, Microsoft Office, Social Networking, Technical Services, Databases, OS X, Microsoft Excel, Event Management, Event Planning, PowerPoint, Fundraising, Leadership, Public Speaking, Social Media Marketing, Team Leadership, Facebook, Public Relations, Microsoft Word, Teamwork, Marketing Strategy, Time Management

Education
The University of British Columbia   2009 — 2013
Arts, Asian Language and Culture

Grosse Pointe South High School   2005 — 2009

Winnie W. Ma Winnie W. Ma Toronto, Canada Area Details
Winnie W. Ma's AGF Management Limited Experience July 2007 - May 2008
Job CHRP Candidate
Industry Financial Services
Experience
TD  March 2015 - Present
Apri Insurance Services Inc.   March 2014 - March 2015
TD  February 2013 - February 2014
TD  October 2011 - February 2013
Ontario Public Service  May 2011 - September 2011
The Co-operators  May 2008 - May 2011
AGF Management Limited   July 2007 - May 2008
Sarku Japan  September 2006 - September 2007
Light of Life Developments   May 2007 - August 2007

Skills
Microsoft Office, Event Planning, Event Management, Process Improvement, Public Relations, Corporate Communications, Fundraising, Policy Analysis, Outlook, Sales, Editing, Project Management, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Time Management, Teamwork, Project Planning, Banking, Change Management, Project Coordination, SharePoint

Education
Seneca College of Applied Arts and Technology
Human Resources Management and Services

University of Toronto

Christopher Woodman, MBA, CFA, FCSI Christopher Woodman, MBA, CFA, FCSI Halifax, Canada Area Details
Christopher Woodman, MBA, CFA, FCSI's AGF Management Limited Experience August 2002 - April 2009
Job Vice President Regional Sales Sprott Asset Management
Industry Financial Services
Experience
Sprott Asset Management  February 2012 - Present
Franklin Templeton Investments  April 2009 - February 2012
AGF Management Limited   August 2002 - April 2009
CIBC Wood Gundy  April 1994 - August 2002

Education
Saint Mary's University   1992 — 1994
MBA, Finance

Technical University of Nova Scotia   1988 — 1990
Masters, Architecture

Cindy Gedney Cindy Gedney Toronto, Canada Area Details
Cindy Gedney's AGF Management Limited Experience January 1997 - October 2010
Job Vice President, Compliance and Operations at Westwood International Advisors
Industry Investment Management
Experience
Westwood International Advisors   June 2012 - Present
TD Asset Management  November 2010 - June 2012
AGF Management Limited   January 1997 - October 2010
AGF Funds Inc.  1997 - 2010

Education
Ryerson University   1992 — 1996
BA, Business Management and Information Development

Sana Kazani, CPA, CA Sana Kazani, CPA, CA Toronto, Canada Area Details
Sana Kazani, CPA, CA's AGF Management Limited Experience May 2013 - June 2014
Job Business Performance & Insights, Finance at Zurich Canada
Industry Accounting
Experience
Zurich North America  December 2014 - Present
Deloitte  September 2009 - December 2014
AGF Management Limited   May 2013 - June 2014
Cuso International  September 2012 - December 2012
Match Marketing  May 2007 - August 2007

Skills
IFRS, Assurance, Financial Analysis, Accounting, Financial Reporting, Internal Controls, GAAP, US GAAP, Financial Modeling, Corporate Finance, Business Strategy, Auditing, Due Diligence, Tax, Sarbanes-Oxley Act, Corporate Tax, External Audit, Internal Audit, Financial Accounting, Financial Statements, Canadian GAAP, Consolidation, Financial Audits, Variance Analysis, Business Valuation, Valuation, Managerial Finance

Education
Queen's University   2005 — 2009
Commerce

Institute of Chartered Accountants of Ontario (ICAO)
Chartered Accountant

Ellen Ye Ellen Ye Toronto, Canada Area Details
Ellen Ye's AGF Management Limited Experience 2000 - 2004
Job Sales Manager at Hengyuan Metal & Alloy Powders Ltd.
Industry Mining & Metals
Experience
Hengyuan Metal & Alloy Powders Ltd.   2004 - Present
AGF Management Limited   2000 - 2004
Penn State University  March 1998 - December 1999
University of Electronic Science and Technology of China  1994 - 1998

Education
University of Electronic Science and Technology   1991 — 1994
Master's degree, Electronic Materials

University of Electronic Science and Technology   1985 — 1989
Bachelor of Engineering (BEng), Electronic Materials

Devin Kennealy Devin Kennealy Toronto, Canada Area Details
Devin Kennealy's AGF Management Limited Experience 2006 - 2007
Job Associate, Investment Banking at Dundee Capital Markets
Industry Investment Banking
Experience
Dundee Capital Markets  2015 - Present
Dundee Corporation  2012 - 2014
Macquarie Group  2007 - 2012
AGF Management Limited   2006 - 2007
uOttawa  2004 - 2005

Skills
Investments, Capital Markets, Equity Research, Equity Valuation, Institutional Clients, Economics, Financial Analysis, Microsoft Office, Bloomberg, Thomson One, Fertilizers, Agriculture, Consumer Products, Retail Industry, Industrials, Energy Services, Mining, Investment Banking, Corporate Finance, Corporate Development, M&A analysis

Education
University of Ottawa / Université d'Ottawa   2003 — 2005
Masters, Economics (Finance Specialty)

Queen's University   1999 — 2003
Honours BA, Economics

Elliot Lake Secondary School   1994 — 1999
High School Diploma

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